CRM integration, API & administration — found from sitemap — peoplefone

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Facts read from this source

• API type Report an error

  “The peoplefone CONNECTOR API covers several use cases: Data search for notification purposes When a phone call is executed (incoming or outgoing), peoplefone HOSTED notifies peoplefone CONNECTOR, which searches for data using the REST API described in this article.”

• Callflow business processes Report an error

  “The business workflow can include creating a ticket or a call history in CRM.”

• Lookup endpoint Report an error

  “peoplefone CONNECTOR provides the phone number using the following data: POST : https://clientServiceAddress/someController/Lookup”

• Auth header Report an error

  “To authenticate peoplefone CONNECTOR request, you can configura a token in the configuration that will be send in the HTTP headers: Key: X-Execution-Token”

• Callflow endpoint Report an error

  “Only if a contact was returned by the part 1 with the crmActions = [“CallFlow”], this request is triggered : POST https://clientServiceAddress/someController/CallFlow”

• Lookup response fields Report an error

  “name The full name of the contact found. This is used in the user interface to display the name of the contact.”

• Callflow payload fields Report an error

  “contactCrmId The ID of the contact in the CRM (as retrieved from the lookup)”

• Lookup max results Report an error

  “It is recommended to return only a very small number of results. The value of maximum 5 results is best for a balance between performance and precision.”

• Empty result behavior Report an error

  “If the query does not return a value, peoplefone CONNECTOR is expected to receive an empty array with a status code of 200. In this case NO 404 status code is expected.”

• Callflow response Report an error

  “id The ID of the object created by the business workflow url The URL to access the object created by the business workflow”

• Timeout behavior Report an error

  “If the phone lookup service should respond too slowly the peoplefone CONNECTOR will send a timeout and answer a basic information to the user (the phone number and the status of the call with the name “unknown”.”

• CRM multitenant logo Report an error

  “This is optional if the customer has only one CRM integration. However, it becomes useful if the customer has multiple CRM integrations.”

• Header config location Report an error

  “For authentication peoplefone CONNECTOR provides the same headers as for search, as configured on the peoplefone CUSTOMER-PORTAL page.”

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